Subcontractor Obligations

AppSheet AppSheet Q&A
1

The Scenario: I am building a Subcontractor Obligations Tracker on a Core Plan. I have three main tables:

  1. SC_Agreements: The “Parent” table containing Agreement IDs, Project IDs, and Contract Types (e.g., T1).

  2. Obligations: A master list of compliance tasks (e.g., “Submit Insurance”). Each task is tagged with a ContractType.

  3. SC_ObligationLog: The “Child” table where the bot should create new rows every month.

The Goal: I want a Scheduled Bot to run monthly. For every agreement in SC_Agreements, the bot needs to:

  • Identify the Agreement’s ContractType.

  • Find all matching tasks in the Obligations table.

  • Create a new row in SC_ObligationLog for each matching task, carrying over the SubContract Ref No. and the Project ID from the specific agreement it is currently processing.

The Issue: Since I am on a Core plan, I don’t have access to Enterprise Action Inputs. When the bot triggers an action in the Obligations table to add a row to the Log, it “loses” the context of the specific Agreement it started with.

2

What does “I don’t have access to Enterprise Action inputs” mean? Why does it lose context of the specific Agreement?

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3

Could you share more details on how you built the Scheduled Bot?

The INPUT action is available on any AppSheet plan, including the Free Plan.
There are different ways to create this Scheduled Trigger…one approach is the following:

  1. Create an action on the Obligations table to add a new row to SC_ObligationLog. In this action, populate all the values you want to pass. You can also pull values from SC_Agreements based on the ContractType.
  2. Create a Scheduled Bot on the SC_Agreements table and add a step using Run actions on rows; Referenced table: Obligations; Filter condition: FILTER(“Obligations”, [ContractType] = [_THISROW].[ContractType]); Action: select the action you created in step 1

With this approach, you don’t need to use an INPUT action, and you can also reuse the same action if needed.

Let me know if this helps.

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